Crafting A Small Shop Planned Giving Program Plan That Gets Results
1:30 PM - 2:30 PM EST
Speaker(s): Michele Sczerbinski Diaz, Senior Director of Philanthropy & Engagement, The Wheeler School
Competencies: Relationship BuildingStrategic Thinking
Experience Level: All LevelsAll Levels
Elective Session
When your Legacy or Planned Gift Program Team is small (or just you!), you need a clear plan and realistic strategies to be successful. In this session, participants will be guided through an effective, affordable, and easy-to-implement 12-month plan that identifies goals, objectives, and collaborative action steps that lead to new and well-stewarded legacy or blended-gift donors for their school. Content examples will focus on alumni engagement and how partnering with your alumni relations colleagues is the key to reaching (and surpassing!) your fundraising goals.